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Form 990: Best Practices for Accurate Preparation

Monday, Aug. 25
 9:00am - 5:00pm

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8.00 Credits

Member Price $349.00

Non-Member Price $419.00

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Overview

Take an in-depth look at Form 990.

Dive into the 12-parts of Form 990 and its 16 schedules with a line-by-line analysis that offers explanations and tips for accurate completion.

Updated for changes in 1099-MISC and 1099-NEC reporting, the webcast shows participants the ins and outs of reporting on Form 990.

Objectives

  • Identify the filing requirements for Form 990, Form 990-EZ and Form 990-N.
  • Determine best practices to complete schedules to Form 990.

Highlights

  • Primacy of the Form 990 as a "one size fits all" reporting mechanism
  • Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time
  • Addressing presence of "related organizations"
  • Identification of managers and measurements of their compensation
  • 990 versus books-and-records financial statement detail
  • Disclosures of governance inputs and Boards' employ of policies

    Designed For

  • CPAs
  • Attorneys
  • Nonprofit managers

    Prerequisites

    None

    Notice

    You will receive an email from the AICPA with instructions to access the webinar.

  • Leader(s):

    Leader Bios

    David Peters, Peters Professional Education LLC

    David R. Peters, CPA, CFP, CPCU, MST, MBA

    David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over sixteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.

    David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

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    Non-Member Price $419.00

    Member Price $349.00